Services
Tax preparation
Federal and state returns for individuals, sole proprietors, S-corps, partnerships, and the owners behind them.
What’s included
- 1040, 1065, 1120-S, 1120 — and the state filings that go with them
- K-1 coordination across entity returns and the owner’s personal 1040
- Federal and state extension filings (4868, 7004) — and the estimated payments that have to go with them
- Multi-state nexus review for businesses with remote employees, marketplace sales, or out-of-state customers
- Amended returns (1040-X, 1065-X, 1120-X) when prior-year positions need correcting
- IRS and state notice response when something downstream goes sideways
How we work
An engagement begins with a conversation about entity types, state filings, changes since the prior year, and timing. The scope, client responsibilities, and expected timeline are then documented before work begins.
Source documents are exchanged through a secure portal rather than ordinary email. The return is prepared and reviewed with you, then filed after you have approved it.
If preparation uncovers a planning opportunity—such as an entity change, retirement contribution decision, or underused election—we raise it for a separate conversation rather than rushing the decision during filing work.
Who this is for
- Small-business owners (S-corp, LLC, sole prop) who want one advisor handling both the entity return and their personal 1040
- Owners of multi-state businesses where nexus and apportionment actually matter
- Anyone who got an IRS or state notice last year and wants this year handled cleanly
- Individuals with W-2 income, investments, retirement distributions, rental properties, K-1s, or multi-state filing needs
Engagement approach
Scope reflects the entities, states, K-1s, schedules, notices, and other facts involved. A written engagement letter confirms the included returns, responsibilities, and timing before preparation begins.
What to send when you reach out
- Your entity structure (sole prop, S-corp, LLC, partnership, etc.) and which state(s) it operates in
- Whether last year’s return was filed and by whom
- Any open IRS or state notices
- Approximate timing — extension deadline, financing deadline, etc.
Ready to talk?
Start with a short introductory call. We will learn what you need, discuss timing, and determine whether the firm is the right fit.